Transcript Heart of West Michigan United Way
Customer Relationship Management
CRM- How to Make it An Organizational Priority
Southern Institute Conference May 23, 2013; 1:30 – 3 p.m.
CRM - Definition
Is a model for managing a company’s interactions with
current
and
future
customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service and technical support.
Current State
How is your United Way Using CRM?
(5) Full Integration (4) Partial Integration (3) Modest Integration (2) Purchased (1) Purchased What?
• • • •
Listen
Alignment
Connect
Evaluate
CRM Practical
Key Examples
Amway – One by One Campaign Century A&E – Reading Corner Wolverine Worldwide – Get Fit
UWW – “Read Learn Succeed”
United Way Worldwide and Regional Global Corporations
Key Examples
Amway Corporation
“One by One Campaign for Children”
http://www.youtube.com/watch?feature=player_embedded&v= Gy-zaGqSns8 The Amway One by One Campaign for Children is a movement that spans 10 years and has helped 10 million children. Amway and its millions of distributors and employees around the world identify the most pressing issues, then find meaningful ways to help and mobilize others. Amway One by One projects and stories are as unique as the company itself.
Grand Rapids, Michigan, USA -
In 1989, Amway responded to a challenge to “adopt” an inner-city school near Grand Rapids, Michigan, near its headquarters. The idea was to focus the company’s resources on a small population, and bring generosity and volunteerism to scale. The Amway commitment outlasted the adoption program, and years later, Amway employees are still increasing their commitment to the public schools.
From tutoring … to book drives
… to pen pals … to field days … to career days … to anti-bullying training … to Junior Achievement instruction … Amway employees are involved in big and small ways. They even lend their expertise in the area of entrepreneurship through a special partnership with the Ottawa Hills High – School of Business, Leadership & Entrepreneurship, which means Amway has a continuum of support, from kindergarten to graduation.
Through Amway, its employees and distributors, the Amway One by One Campaign for Children is making a difference, one child at a time.
Key Examples
Century A&E – Reading Corner
Key Examples
Wolverine Worldwide – Get Fit
UWW – “Read Learn Succeed”
Wolverine Worldwide
Co-Branding with Wolverine Worldwide Merrell Brands Get Active!
Born Learning Refreshed
Global Journey
Steelcase Corporation & Local United Way
Annual Gifts will Decrease - $25K/annually
Need to Invest Globally
Steelcase
Key Questions
What is our ultimate role with local companies?
Leverage Resources ($ & Volunteer) Connect Resources to Local Needs Add Value to Their Corporate Community Interests Other All Above
Key Products
What products do we offer?
Pledge Processing Volunteer Connection Issue Awareness Issue Impact through Key Strategic Solutions Global Reach Co-Branding Other All Above
Expanding the Horizon
Researched “Who Else” 15 Global Companies in Region Discussion with Neighboring United Ways Engaged United Way Worldwide Meeting Host - Steelcase
United Way Worldwide
If you are interested in providing a tax deductible donation to a charitable entity (non profits, orphanages, schools, universities) outside of the United States, United Way Worldwide offers the International Donor Advised Giving Program (IDAG) one of the most RELIABLE, SAFE & FLEXIBLE international grant giving programs in the world.
United Way Worldwide International Donor Advised Giving Program (IDAG)
United Way Worldwide
General Charitable Operations Grants Specific Project Grants Due Diligence, including Anti-terrorism Vetting Outputs and Outcomes-based Reporting A Simple Fee Structure Access to UW network in 40 countries
United Way Worldwide International Donor Advised Giving Program (IDAG)
FACTS
Program Time Line
5 years 7 years 13 years
Grant Processing
1 week 8 weeks 16 weeks
Appeal to Donors
Tax deduction Personalized Services Investment Protected
United Way Worldwide International Donor Advised Giving Program (IDAG)
Meeting Logistics
June 25 th Hosted by Steelcase UWW Showcase Skype with Global UW’s Respond to Questions & Comments
United Way Worldwide International Donor Advised Giving Program (IDAG)
Track Record
700 Grants/Year
$30MM Annually
100 Countries
United Way Worldwide International Donor Advised Giving Program (IDAG)
Build Your Own Plan
Select A Company
What is their Community Focus Corporate Demographics/Resources
Your Impact Priorities
Create a Match Build a Plan
Make Your Pitch
Compelling Case Short Term & Long Term Results
Celebrate Success & Monitor Results
Joint Marketing Continual Evaluation
Plan Processing
What Worked
Aha’s
Additional Information
Your Next Steps
Take A-Ways
Maureen Noe
President/CEO Heart of West Michigan United Way [email protected]
Land: (616) 752-8620 Cell: (513) 607-2020